Key Points
- Major shareholder Pale Fire Capital made substantial purchases: It bought 2,526,702 Coursera shares at an average $3.72 each for about $9.4 million, and made additional large purchases on November 4–5.
- Coursera reported quarterly revenue of $376.7 million, up 94% year over year, and EPS of $0.21, beating analysts’ estimates for both revenue and earnings.
- Analyst sentiment remains mixed: The stock carries an average “Hold” rating and a $6.36 average price target, with several firms recently lowering targets or downgrading their ratings.
Coursera, Inc. (NYSE:COUR - Get Free Report) major shareholder Pale Fire Capital Se bought 2,526,702 shares of Coursera stock in a transaction dated Tuesday, November 3rd. The stock was acquired at an average price of $3.72 per share, for a total transaction of $9,399,331.44. Following the completion of the acquisition, the insider owned 31,333,117 shares in the company, valued at approximately $116,559,195.24. The trade was a 8.77% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is available through this hyperlink. Large shareholders that own 10% or more of a company's shares are required to disclose their sales and purchases with the SEC.
Pale Fire Capital Se also recently made the following trade(s):
- On Thursday, November 5th, Pale Fire Capital Se bought 3,130,149 shares of Coursera stock. The shares were acquired at an average price of $3.72 per share, for a total transaction of $11,644,154.28.
- On Wednesday, November 4th, Pale Fire Capital Se purchased 2,698,400 shares of Coursera stock. The stock was acquired at an average cost of $3.85 per share, with a total value of $10,388,840.00.
- On Tuesday, September 29th, Pale Fire Capital Se purchased 1,000,000 shares of Coursera stock. The stock was acquired at an average cost of $4.61 per share, with a total value of $4,610,000.00.
- On Friday, September 25th, Pale Fire Capital Se purchased 1,332,742 shares of Coursera stock. The stock was bought at an average price of $5.06 per share, with a total value of $6,743,674.52.
Coursera Price Performance
Shares of NYSE COUR opened at $3.77 on Friday. The business's 50 day moving average is $5.09 and its two-hundred day moving average is $5.64. Coursera, Inc. has a 1-year low of $3.45 and a 1-year high of $8.89. The stock has a market capitalization of $997.32 million, a P/E ratio of -5.24, a PEG ratio of 1.17 and a beta of 1.26.
Coursera (NYSE:COUR - Get Free Report) last issued its quarterly earnings data on Thursday, October 29th. The company reported $0.21 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.18 by $0.03. The business had revenue of $376.70 million for the quarter, compared to the consensus estimate of $368.52 million. Coursera had a positive return on equity of 3.47% and a negative net margin of 14.35%. The company's quarterly revenue was up 94.0% compared to the same quarter last year. During the same period in the prior year, the business posted $0.10 earnings per share. As a group, equities research analysts anticipate that Coursera, Inc. will post 0.17 earnings per share for the current fiscal year.
Coursera News Summary
Here are the key news stories impacting Coursera this week:
- Positive Sentiment: Major shareholder Pale Fire Capital bought about 8.36 million shares across November 3–5 for roughly $31.4 million, increasing its holdings to about 37.2 million shares. The substantial purchases may signal confidence in Coursera’s prospects. SEC filing
- Positive Sentiment: Zacks Research upgraded COUR from “hold” to “strong-buy.” Another recent article argued the shares may be undervalued after a steep five-year decline. Zacks Research ratings Undervaluation article
- Neutral Sentiment: KeyCorp issued a forecast for Coursera’s FY2026 earnings, but the available report summary does not provide enough detail to assess its likely effect on the stock. KeyCorp forecast
- Negative Sentiment: Analyst views remain mixed: Goldman Sachs assigned a “hold” rating, while recent reports cited cuts to price targets from several firms. This cautious outlook may weigh against the positive shareholder buying. Goldman Sachs rating
- Negative Sentiment: CEO Gregory Hart sold 10,305 shares for about $37,000, a small reduction of 0.67% in his direct holdings. The sale is modest compared with Pale Fire Capital’s purchases, but may still slightly affect sentiment. SEC filing
Institutional Inflows and Outflows
Several hedge funds and other institutional investors have recently bought and sold shares of the company. University of Texas Texas AM Investment Management Co. bought a new position in Coursera during the 3rd quarter worth about $30,000. Optiver Holding B.V. acquired a new stake in Coursera during the 1st quarter worth about $31,000. Versant Capital Management Inc raised its stake in shares of Coursera by 63.2% in the second quarter. Versant Capital Management Inc now owns 5,555 shares of the company's stock worth $31,000 after purchasing an additional 2,152 shares during the last quarter. IFP Advisors Inc lifted its holdings in shares of Coursera by 299.7% during the second quarter. IFP Advisors Inc now owns 5,912 shares of the company's stock worth $33,000 after purchasing an additional 4,433 shares during the period. Finally, Farther Finance Advisors LLC lifted its holdings in shares of Coursera by 54.2% during the third quarter. Farther Finance Advisors LLC now owns 7,602 shares of the company's stock worth $38,000 after purchasing an additional 2,672 shares during the period. Institutional investors own 89.55% of the company's stock.
Wall Street Analyst Weigh In
Several analysts recently weighed in on COUR shares. KeyCorp lowered Coursera from an "overweight" rating to a "sector weight" rating in a report on Friday, October 30th. Telsey Advisory Group cut their price objective on shares of Coursera from $10.00 to $7.00 and set an "outperform" rating on the stock in a research report on Friday, October 30th. JPMorgan Chase & Co. downgraded shares of Coursera from an "overweight" rating to a "neutral" rating and reduced their target price for the company from $8.00 to $5.00 in a research note on Friday, October 30th. The Goldman Sachs Group reduced their target price on shares of Coursera from $6.50 to $5.00 and set a "neutral" rating on the stock in a research note on Friday, October 30th. Finally, Needham & Company LLC lowered their target price on shares of Coursera from $10.00 to $6.00 and set a "buy" rating for the company in a report on Friday, October 30th. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of "Hold" and an average target price of $6.36.
View Our Latest Analysis on Coursera
Coursera Company Profile
(
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Coursera, Inc is an online learning platform that provides access to courses, professional certificates, guided projects, and degree programs. The company works with universities, colleges, and industry partners to offer content in areas such as business, technology, data science, computer science, and personal development.
Coursera serves individual learners, businesses, governments, and academic institutions in countries around the world. Its enterprise and government offerings support employee training, workforce development, and large-scale education initiatives, while its consumer platform allows learners to enroll in individual courses or broader credential and degree programs.
Coursera was founded in 2012 by computer-science professors Andrew Ng and Daphne Koller.
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